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iShares Core US Aggregate Bond ETF

1,791 hedge funds and large institutions have $105B invested in iShares Core US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 912 increasing their positions, 539 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 912 | Existing positions reduced: 539

47% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 104

9% more capital invested

Capital invested by funds: $96.2B → $105B (+$8.87B)

6% more funds holding in top 10

Funds holding in top 10: 339358 (+19)

1% more funds holding

Funds holding: 1,7711,791 (+20)

0.79% more ownership

Funds ownership: 87.62%88.41% (+0.79%)

79% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $55.5M

Holders
1,791
Holders Change
+20
Holders Change %
+1.13%
% of All Funds
25.72%
Holding in Top 10
358
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+5.6%
% of All Funds
5.14%
New
153
Increased
912
Reduced
539
Closed
104
Calls
$11.4M
Puts
$55.5M
Net Calls
-$44.1M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
976
Fortis Capital Advisors
Kansas
$1.51M +$1.02M +10,228 +216%
RW
977
REDW Wealth
New Mexico
$1.51M
IFG
978
Independent Financial Group
California
$1.5M +$123K +1,232 +9%
PB
979
Pinnacle Bancorp
Nebraska
$1.5M -$16.5K -165 -1%
HCM
980
Howland Capital Management
Massachusetts
$1.49M +$1.47M +14,741 New
RWM
981
RBA Wealth Management
California
$1.49M +$71.3K +715 +5%
TVAMP
982
Tennessee Valley Asset Management Partners
Tennessee
$1.48M +$55.2K +553 +4%
NEPWA
983
New England Private Wealth Advisors
Massachusetts
$1.48M +$11.5K +115 +0.8%
BWA
984
Beam Wealth Advisors
Louisiana
$1.47M +$216K +2,169 +17%
RFG
985
Range Financial Group
Oregon
$1.47M +$99.3K +995 +7%
AP
986
Agilis Partners
Massachusetts
$1.47M -$59.5K -596 -4%
LWM
987
LongView Wealth Management
Georgia
$1.46M -$143K -1,432 -9%
WA
988
WBH Advisory
Maryland
$1.46M -$44.3K -444 -3%
ACM
989
AlphaStar Capital Management
North Carolina
$1.46M +$43K +431 +3%
VF
990
Vawter Financial
Ohio
$1.46M +$337K +3,377 +31%
PA
991
Procyon Advisors
Connecticut
$1.44M +$21.6K +217 +2%
BMC
992
Bear Mountain Capital
Washington
$1.44M -$25.2K -253 -2%
LCM
993
Lazari Capital Management
California
$1.44M +$128K +1,285 +10%
GFS
994
GYL Financial Synergies
Connecticut
$1.44M +$1.42M +14,201 New
PGAM
995
Princeton Global Asset Management
New Jersey
$1.42M +$917K +9,189 +189%
RW
996
Rede Wealth
Virginia
$1.41M -$5.79K -58 -0.4%
ACA
997
Aptus Capital Advisors
Alabama
$1.41M -$200 -2 -0%
CRC
998
Curi RMB Capital
Illinois
$1.41M -$45.6K -457 -3%
MAM
999
MMA Asset Management
Pennsylvania
$1.4M +$747K +7,492 +109%
TSWM
1000
Tyler-Stone Wealth Management
Ohio
$1.38M +$680K +6,815 +100%

AGG Hedge Fund Activity: Q3 2024 in Review

1,791 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2024, worth a combined $105B — up 9.2% from $96.2B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AGG positions and 104 closed out — a net gain of 49 holders — while 912 added to existing stakes and 539 trimmed.

The largest buyer was Arizona Public Safety Personnel Retirement System (PSPRS) Trust, opening a new position worth an estimated $811M. The largest seller was Wells Fargo, cutting an estimated $721M.

  • 1,791 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2024, up from 1,771 in Q2 2024.
  • Funds reported $105B of iShares Core US Aggregate Bond ETF stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 153 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2024 and 104 closed out, a net change of +49 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q3 2024 was Arizona Public Safety Personnel Retirement System (PSPRS) Trust, an estimated $811M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2024.